13F QoQ Ownership Changes
KEYS Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 175 new · 340 added · 457 reduced · 82 exited
New Positions(175)
Added To(340)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 21,525,694 | +101,856 | $4.37B | +$626.3M | 0.5% |
| BlackRock, Inc. | 17,400,627 | +534,393 | $3.54B | +$585.4M | 3.2% |
| Focus Partners Wealth | 1,406,286 | +1,371,488 | $285.7M | +$279.7M | 3941.3% |
| STATE STREET CORP | 8,191,895 | +200,279 | $1.66B | +$266.6M | 2.5% |
| CITADEL ADVISORS LLC | 1,416,901 | +1,281,314 | $287.9M | +$264.2M | 945.0% |
| Capital World Investors | 3,940,767 | +240,058 | $800.7M | +$153.4M | 6.5% |
| Allspring Global Investments Holdings, LLC | 1,915,146 | +493,709 | $395.7M | +$149.6M | 34.7% |
| NORGES BANK | 2,143,520 | +184,468 | $435.5M | +$124.2M | 9.4% |
| Amundi | 1,984,097 | +337,373 | $403.1M | +$117.7M | 20.5% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,529,797 | +394,823 | $310.8M | +$112.3M | 34.8% |
| Balyasny Asset Management L.P. | 671,675 | +501,180 | $136.5M | +$106.7M | 293.9% |
| Qube Research & Technologies Ltd | 654,774 | +417,120 | $133.0M | +$91.5M | 175.5% |
| GOLDMAN SACHS GROUP INC | 1,077,731 | +252,893 | $219.0M | +$74.7M | 30.6% |
| FMR LLC | 525,907 | +273,538 | $106.9M | +$62.7M | 108.4% |
| UBS Group AG | 783,446 | +205,065 | $159.2M | +$58.0M | 35.5% |
| MILLENNIUM MANAGEMENT LLC | 375,584 | +270,902 | $76.3M | +$58.0M | 258.8% |
| JANUS HENDERSON GROUP PLC | 883,643 | +168,698 | $179.6M | +$54.5M | 23.6% |
| DEUTSCHE BANK AG\ | 930,395 | +156,236 | $189.0M | +$53.6M | 20.2% |
| NEUBERGER BERMAN GROUP LLC | 352,863 | +234,327 | $71.7M | +$51.0M | 197.7% |
| JANE STREET GROUP, LLC | 434,538 | +203,195 | $88.3M | +$47.8M | 87.8% |
| DIMENSIONAL FUND ADVISORS LP | 1,426,356 | +16,736 | $289.8M | +$43.3M | 1.2% |
| Legal & General Group Plc | 1,304,366 | +30,942 | $265.0M | +$42.3M | 2.4% |
| Man Group plc | 1,125,891 | +55,936 | $228.8M | +$41.6M | 5.2% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 213,882 | +193,318 | $44.1M | +$40.5M | 940.1% |
| Candriam S.C.A. | 316,262 | +160,317 | $64.3M | +$37.0M | 102.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 179,743 | +177,762 | $36.5M | +$36.2M | 8973.3% |
| NOMURA ASSET MANAGEMENT CO LTD | 221,944 | +164,140 | $45.1M | +$35.0M | 283.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,064,322 | +14,738 | $216.3M | +$32.7M | 1.4% |
| AMERIPRISE FINANCIAL INC | 455,589 | +74,597 | $92.6M | +$25.9M | 19.6% |
| California Public Employees Retirement System | 380,076 | +71,478 | $77.2M | +$23.2M | 23.2% |
| JENNISON ASSOCIATES LLC | 810,967 | +1,172 | $164.8M | +$23.1M | 0.1% |
| PRUDENTIAL FINANCIAL INC | 192,023 | +89,308 | $39.0M | +$21.1M | 86.9% |
| Blue Grotto Capital, LLC | 235,455 | +67,818 | $47.8M | +$18.5M | 40.5% |
| Fenimore Asset Management Inc | 633,773 | +1,341 | $128.8M | +$18.2M | 0.2% |
| Quantinno Capital Management LP | 216,542 | +63,973 | $44.0M | +$17.3M | 41.9% |
| SEI INVESTMENTS CO | 249,109 | +57,500 | $50.6M | +$17.1M | 30.0% |
| Allianz Asset Management GmbH | 126,547 | +74,001 | $25.7M | +$16.5M | 140.8% |
| ALLIANCEBERNSTEIN L.P. | 256,981 | +47,228 | $52.2M | +$15.5M | 22.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 359,107 | +15,809 | $74.2M | +$14.1M | 4.6% |
| INTECH INVESTMENT MANAGEMENT LLC | 83,461 | +67,094 | $17.0M | +$14.1M | 409.9% |
| NATIONAL BANK OF CANADA /FI/ | 113,220 | +57,184 | $23.0M | +$13.2M | 102.0% |
| OSSIAM | 69,012 | +61,736 | $14.0M | +$12.7M | 848.5% |
| May Hill Capital, LLC | 109,198 | +54,593 | $22.2M | +$12.6M | 100.0% |
| BNP PARIBAS FINANCIAL MARKETS | 263,956 | +73,517 | $53.6M | +$12.5M | 38.6% |
| Walleye Capital LLC | 62,609 | +57,009 | $12.7M | +$11.7M | 1018.0% |
| CREDIT AGRICOLE S A | 69,198 | +51,236 | $14.1M | +$10.9M | 285.2% |
| GENEVA CAPITAL MANAGEMENT LLC | 297,578 | +14,101 | $60.5M | +$10.9M | 5.0% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 334,338 | +7,398 | $67.9M | +$10.7M | 2.3% |
| SNYDER CAPITAL MANAGEMENT L P | 229,368 | +22,108 | $46.6M | +$10.4M | 10.7% |
| Giverny Capital Inc. | 334,046 | +119 | $67.9M | +$9.5M | 0.0% |
| TORONTO DOMINION BANK | 99,349 | +32,190 | $20.2M | +$8.4M | 47.9% |
| Gotham Asset Management, LLC | 114,423 | +26,958 | $23.2M | +$8.0M | 30.8% |
| BANK OF NOVA SCOTIA | 57,580 | +35,913 | $11.7M | +$7.9M | 165.7% |
| Walleye Trading LLC | 51,500 | +36,500 | $10.5M | +$7.8M | 243.3% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 194,241 | +8,444 | $39.7M | +$7.2M | 4.5% |
| BANK OF MONTREAL /CAN/ | 154,106 | +15,619 | $31.3M | +$7.1M | 11.3% |
| State of Tennessee, Department of Treasury | 76,049 | +19,797 | $16.5M | +$6.6M | 35.2% |
| NORDEA INVESTMENT MANAGEMENT AB | 41,942 | +25,100 | $8.6M | +$5.7M | 149.0% |
| Rockefeller Capital Management L.P. | 168,692 | +5,083 | $34.3M | +$5.7M | 3.1% |
| AVIVA PLC | 144,423 | +7,720 | $29.3M | +$5.4M | 5.6% |
| LPL Financial LLC | 69,300 | +18,679 | $14.1M | +$5.2M | 36.9% |
| AMERICAN CENTURY COMPANIES INC | 86,691 | +14,485 | $17.6M | +$5.0M | 20.1% |
| COMERICA BANK | 52,506 | +19,104 | $10.7M | +$4.8M | 57.2% |
| BOOTHBAY FUND MANAGEMENT, LLC | 103,133 | +8,504 | $21.0M | +$4.4M | 9.0% |
| Rakuten Investment Management, Inc. | 22,608 | +16,408 | $4.7M | +$4.3M | 264.6% |
| Robeco Schweiz AG | 86,600 | +9,600 | $17.6M | +$4.1M | 12.5% |
| DEAN INVESTMENT ASSOCIATES, LLC | 24,753 | +19,133 | $5.0M | +$4.0M | 340.4% |
| IEQ CAPITAL, LLC | 30,571 | +17,674 | $6.2M | +$4.0M | 137.0% |
| Campbell & CO Investment Adviser LLC | 24,727 | +18,561 | $5.0M | +$3.9M | 301.0% |
| Voya Investment Management LLC | 110,736 | +4,360 | $22.5M | +$3.9M | 4.1% |
| SANDLER CAPITAL MANAGEMENT | 49,571 | +13,609 | $10.1M | +$3.8M | 37.8% |
| Concentric Capital Strategies, LP | 64,345 | +10,470 | $13.1M | +$3.7M | 19.4% |
| CAPITAL INTERNATIONAL SARL | 69,745 | +9,037 | $14.2M | +$3.6M | 14.9% |
| JONES FINANCIAL COMPANIES LLLP | 95,203 | +3,602 | $19.3M | +$3.5M | 3.9% |
| Granite Investment Partners, LLC | 35,871 | +13,007 | $7.3M | +$3.3M | 56.9% |
| CIBC Asset Management Inc | 40,548 | +11,448 | $8.2M | +$3.1M | 39.3% |
| Skandinaviska Enskilda Banken AB (publ) | 83,506 | +4,240 | $17.0M | +$3.1M | 5.3% |
| STATE OF WISCONSIN INVESTMENT BOARD | 93,245 | +2,602 | $18.9M | +$3.1M | 2.9% |
| Willis Investment Counsel | 80,609 | +4,333 | $16.4M | +$3.0M | 5.7% |
| Aquatic Capital Management LLC | 39,714 | +10,746 | $8.1M | +$3.0M | 37.1% |
| XTX Topco Ltd | 20,141 | +13,087 | $4.1M | +$2.9M | 185.5% |
| Creative Planning | 54,847 | +6,640 | $11.1M | +$2.7M | 13.8% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 23,687 | +11,530 | $4.8M | +$2.7M | 94.8% |
| Compagnie Lombard Odier SCmA | 67,722 | +4,167 | $13.8M | +$2.6M | 6.5% |
| COMMERCE BANK | 79,576 | +793 | $16.2M | +$2.4M | 1.0% |
| Wilmington Savings Fund Society, FSB | 11,976 | +11,416 | $2.4M | +$2.3M | 2038.6% |
| Empowered Funds, LLC | 21,829 | +9,657 | $4.4M | +$2.3M | 79.3% |
| ING GROEP NV | 47,210 | +5,460 | $9.6M | +$2.3M | 13.1% |
| SummitTX Capital, L.P. | 25,561 | +8,202 | $5.2M | +$2.2M | 47.2% |
| OMERS ADMINISTRATION Corp | 16,005 | +9,716 | $3.3M | +$2.2M | 154.5% |
| XPONANCE, INC. | 34,757 | +6,342 | $7.1M | +$2.1M | 22.3% |
| Tidal Investments LLC | 49,073 | +3,748 | $10.0M | +$2.0M | 8.3% |
| Old West Investment Management, LLC | 14,775 | +9,075 | $3.0M | +$2.0M | 159.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 25,397 | +7,306 | $5.2M | +$2.0M | 40.4% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 417,665 | +10,326 | $73.2M | +$2.0M | 2.5% |
| Stephens Investment Management Group LLC | 59,171 | +1,191 | $12.0M | +$1.9M | 2.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 30,491 | +5,756 | $6.2M | +$1.9M | 23.3% |
| KLP KAPITALFORVALTNING AS | 62,600 | +500 | $12.7M | +$1.9M | 0.8% |
| NATIXIS | 40,548 | +4,003 | $8.2M | +$1.8M | 10.9% |
| Mirae Asset Global Investments Co., Ltd. | 30,986 | +5,375 | $6.3M | +$1.8M | 21.0% |
| PNC Financial Services Group, Inc. | 58,593 | +886 | $11.9M | +$1.8M | 1.5% |
| Sequoia Financial Advisors, LLC | 39,009 | +3,882 | $7.9M | +$1.8M | 11.1% |
| CAPITAL INTERNATIONAL LTD /CA/ | 39,423 | +3,643 | $8.0M | +$1.8M | 10.2% |
| FIRST TRUST ADVISORS LP | 44,250 | +2,835 | $9.0M | +$1.7M | 6.8% |
| DNB Asset Management AS | 56,389 | +515 | $11.5M | +$1.7M | 0.9% |
| Corient Private Wealth LLC | 68,435 | +7,211 | $12.4M | +$1.7M | 11.8% |
| Czech National Bank | 45,316 | +1,603 | $9.2M | +$1.6M | 3.7% |
| LMCG INVESTMENTS, LLC | 46,521 | +1,198 | $9.5M | +$1.5M | 2.6% |
| Capital International, Inc./CA/ | 24,814 | +4,702 | $5.0M | +$1.5M | 23.4% |
| ProShare Advisors LLC | 38,876 | +1,980 | $7.9M | +$1.4M | 5.4% |
| Investment Management Corp of Ontario | 13,708 | +5,621 | $2.8M | +$1.4M | 69.5% |
| ALLSTATE CORP | 11,998 | +5,832 | $2.4M | +$1.4M | 94.6% |
| MERIDIAN MANAGEMENT CO | 37,553 | +1,388 | $7.6M | +$1.3M | 3.8% |
| Cetera Investment Advisers | 27,985 | +2,808 | $5.7M | +$1.3M | 11.2% |
| Ethic Inc. | 17,391 | +3,979 | $3.5M | +$1.2M | 29.7% |
| Cardinal Capital Management | 40,066 | +222 | $8.1M | +$1.2M | 0.6% |
| CAPTRUST FINANCIAL ADVISORS | 20,678 | +3,115 | $4.2M | +$1.1M | 17.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20,159 | +1,338 | $4.3M | +$1.1M | 7.1% |
| BRADLEY FOSTER & SARGENT INC/CT | 20,568 | +3,021 | $4.2M | +$1.1M | 17.2% |
| Callan Family Office, LLC | 11,712 | +4,158 | $2.4M | +$1.1M | 55.0% |
| Cerity Partners LLC | 23,464 | +2,215 | $4.8M | +$1.1M | 10.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24,572 | +2,029 | $5.0M | +$1.0M | 9.0% |
| QRG CAPITAL MANAGEMENT, INC. | 20,052 | +2,694 | $4.1M | +$1.0M | 15.5% |
| BOKF, NA | 20,661 | +2,468 | $4.2M | +$1.0M | 13.6% |
| LMR Partners LLP | 6,411 | +4,661 | $1.3M | +$996.5K | 266.3% |
| Tower Research Capital LLC (TRC) | 7,098 | +4,507 | $1.4M | +$989.0K | 173.9% |
| NEOS Investment Management LLC | 20,974 | +2,244 | $4.3M | +$985.5K | 12.0% |
| Caprock Group, LLC | 10,319 | +3,366 | $2.1M | +$960.4K | 48.4% |
| Benson Investment Management Company, Inc. | 31,555 | +315 | $6.4M | +$947.2K | 1.0% |
| Squarepoint Ops LLC | 8,480 | +3,889 | $1.7M | +$920.0K | 84.7% |
| OFI INVEST ASSET MANAGEMENT | 5,477 | +4,675 | $1.0M | +$916.2K | 582.9% |
| &PARTNERS | 14,764 | +2,801 | $3.0M | +$906.2K | 23.4% |
| Graham Capital Management, L.P. | 8,423 | +3,755 | $1.7M | +$894.9K | 80.4% |
| Groupe la Francaise | 29,692 | +314 | $6.0M | +$894.3K | 1.1% |
| IFG Advisory, LLC | 28,502 | +494 | $5.8M | +$892.2K | 1.8% |
| Vanguard Personalized Indexing Management, LLC | 25,448 | +973 | $5.2M | +$889.0K | 4.0% |
| MML INVESTORS SERVICES, LLC | 20,900 | +1,597 | $4.2M | +$870.2K | 8.3% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,419 | +3 | $6.2M | +$860.5K | 0.0% |
| MUFG Securities EMEA plc | 7,064 | +3,770 | $1.4M | +$859.1K | 114.5% |
| BARCLAYS PLC | 392,898 | +29,699 | $64.4M | +$849.5K | 8.2% |
| CHOREO, LLC | 9,948 | +3,063 | $2.0M | +$845.1K | 44.5% |
| QUADRANT CAPITAL GROUP LLC | 9,581 | +3,097 | $1.9M | +$812.6K | 47.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 23,495 | +564 | $4.8M | +$762.8K | 2.5% |
| Bryn Mawr Trust Advisors, LLC | 18,945 | +958 | $3.8M | +$703.1K | 5.3% |
| Wealthfront Advisers LLC | 15,796 | +1,245 | $3.2M | +$664.3K | 8.6% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 21,834 | +177 | $4.4M | +$648.2K | 0.8% |
| Global X Japan Co., Ltd. | 3,863 | +3,048 | $784.9K | +$642.4K | 374.0% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5,509 | +2,596 | $1.1M | +$609.8K | 89.1% |
| Kesler, Norman & Wride, LLC | 5,945 | +1,981 | $1.2M | +$570.7K | 50.0% |
| HB Wealth Management, LLC | 16,192 | +572 | $3.3M | +$557.8K | 3.7% |
| Pathstone Holdings, LLC | 17,757 | +159 | $3.6M | +$529.8K | 0.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 17,419,811 | +85,693 | $3.5M | +$507.4K | 0.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 4,216 | +2,217 | $856.6K | +$507.0K | 110.9% |
| Global Retirement Partners, LLC | 3,034 | +2,377 | $616.5K | +$501.6K | 361.8% |
| Williams Jones Wealth Management, LLC. | 11,740 | +747 | $2.4M | +$462.6K | 6.8% |
| AE Wealth Management LLC | 3,818 | +1,981 | $775.7K | +$454.4K | 107.8% |
| HighTower Advisors, LLC | 14,495 | +241 | $2.9M | +$451.9K | 1.7% |
| Concurrent Investment Advisors, LLC | 12,254 | +573 | $2.5M | +$446.6K | 4.9% |
| Aaron Wealth Advisors LLC | 3,398 | +1,973 | $690.4K | +$441.2K | 138.4% |
| Union Bancaire Privee, UBP SA | 5,140 | +1,388 | $1.1M | +$412.7K | 37.0% |
| Norinchukin Bank, The | 10,586 | +641 | $2.2M | +$411.4K | 6.4% |
| Huntleigh Advisors, Inc. | 12,548 | +309 | $2.5M | +$408.8K | 2.5% |
| AlphaCore Capital LLC | 3,260 | +1,772 | $662.4K | +$402.1K | 119.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,139 | +1,439 | $1.0M | +$397.0K | 38.9% |
| Magnetar Financial LLC | 6,414 | +1,160 | $1.3M | +$384.2K | 22.1% |
| J. Safra Sarasin Holding AG | 5,864 | +1,226 | $1.2M | +$380.2K | 26.4% |
| SYON CAPITAL LLC | 4,467 | +1,442 | $907.6K | +$378.5K | 47.7% |
| THOMPSON DAVIS & CO., INC. | 2,970 | +1,670 | $603.5K | +$376.1K | 128.5% |
| FIRST HORIZON CORP | 2,334 | +1,691 | $474.2K | +$361.8K | 263.0% |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 8,631 | +622 | $1.8M | +$352.8K | 7.8% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 8,200 | +184 | $1.7M | +$352.7K | 2.3% |
| Trust Investment Advisors | 5,384 | +1,047 | $1.1M | +$335.3K | 24.1% |
| Vise Technologies, Inc. | 4,211 | +1,216 | $855.7K | +$331.8K | 40.6% |
| Ashton Thomas Private Wealth, LLC | 7,558 | +640 | $1.5M | +$325.6K | 9.3% |
| GAMMA Investing LLC | 6,893 | +611 | $1.4M | +$301.7K | 9.7% |
| Mutual Advisors, LLC | 2,457 | +1,203 | $499.2K | +$288.1K | 95.9% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 7,090 | +488 | $1.4M | +$285.8K | 7.4% |
| Meeder Advisory Services, Inc. | 3,614 | +1,029 | $734.3K | +$282.2K | 39.8% |
| SUMITOMO LIFE INSURANCE CO | 9,483 | +62 | $1.9M | +$278.9K | 0.7% |
| Canada Post Corp Registered Pension Plan | 3,770 | +910 | $766.0K | +$270.4K | 31.8% |
| NICOLET ADVISORY SERVICES, LLC | 6,105 | +193 | $1.3M | +$268.8K | 3.3% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9,238 | +30 | $1.9M | +$266.4K | 0.3% |
| Parallel Advisors, LLC | 3,395 | +959 | $689.9K | +$263.6K | 39.4% |
| Horizon Investments, LLC | 5,958 | +498 | $1.2M | +$255.5K | 9.1% |
| Moors & Cabot, Inc. | 8,189 | +100 | $1.7M | +$249.0K | 1.2% |
| Kera Capital Partners, Inc. | 3,246 | +628 | $702.2K | +$244.3K | 24.0% |
| Apollon Wealth Management, LLC | 4,855 | +591 | $986.5K | +$240.6K | 13.9% |
| SUMMIT WEALTH GROUP LLC / CO | 8,049 | +5,869 | $527.2K | +$238.8K | 269.2% |
| Merit Financial Group, LLC | 7,186 | +181 | $1.5M | +$234.7K | 2.6% |
| Chesley Taft & Associates LLC | 5,719 | +406 | $1.2M | +$232.7K | 7.6% |
| SAGESPRING WEALTH PARTNERS, LLC | 2,643 | +757 | $537.0K | +$207.1K | 40.1% |
| ALPS ADVISORS INC | 5,351 | +275 | $1.1M | +$199.4K | 5.4% |
| AlphaQuest LLC | 3,617 | +538 | $734.9K | +$196.4K | 17.5% |
| GREENLEAF TRUST | 4,656 | +339 | $946.1K | +$190.9K | 7.8% |
| Machina Capital S.A.S. | 2,080 | +750 | $422.6K | +$190.0K | 56.4% |
| Kestra Advisory Services, LLC | 5,068 | +262 | $1.0M | +$189.0K | 5.5% |
| Fourth Dimension Wealth, LLC | 976 | +901 | $198.3K | +$185.2K | 1201.3% |
| Beacon Pointe Advisors, LLC | 5,273 | +199 | $1.1M | +$183.8K | 3.9% |
| Hillsdale Investment Management Inc. | 5,810 | +100 | $1.2M | +$181.7K | 1.8% |
| Krilogy Financial LLC | 3,423 | +440 | $733.8K | +$179.4K | 14.8% |
| Brooklyn Investment Group | 2,105 | +639 | $435.4K | +$179.0K | 43.6% |
| Chicago Partners Investment Group LLC | 2,132 | +477 | $454.0K | +$172.6K | 28.8% |
| STEPHENS INC /AR/ | 4,208 | +300 | $855.0K | +$171.4K | 7.7% |
| Snowden Capital Advisors LLC | 5,361 | +55 | $1.1M | +$161.2K | 1.0% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 5,491 | +5 | $1.1M | +$156.1K | 0.1% |
| SHEETS SMITH WEALTH MANAGEMENT | 5,401 | +11 | $1.1M | +$154.6K | 0.2% |
| NorthCrest Asset Manangement, LLC | 3,634 | +70 | $758.9K | +$152.7K | 2.0% |
| Robertson Stephens Wealth Management, LLC | 2,587 | +450 | $525.7K | +$151.8K | 21.1% |
| Private Advisor Group, LLC | 3,589 | +276 | $729.3K | +$149.7K | 8.3% |
| Wedmont Private Capital | 2,703 | +191 | $573.9K | +$146.7K | 7.6% |
| MAI Capital Management | 4,378 | +126 | $889.6K | +$145.8K | 3.0% |
| Compound Planning, Inc. | 2,224 | +462 | $451.9K | +$143.7K | 26.2% |
| Daner Wealth Management, LLC | 1,640 | +124 | $385.4K | +$139.5K | 8.2% |
| Wealthspire Advisors, LLC | 1,692 | +521 | $343.8K | +$139.0K | 44.5% |
| Envestnet Portfolio Solutions, Inc. | 4,196 | +104 | $852.6K | +$136.8K | 2.5% |
| Clearstead Advisors, LLC | 2,595 | +337 | $527.3K | +$132.3K | 14.9% |
| Farther Finance Advisors, LLC | 1,522 | +505 | $309.3K | +$131.4K | 49.6% |
| Everhart Financial Group, Inc. | 2,236 | +389 | $454.3K | +$131.3K | 21.1% |
| SEEDS INVESTOR LLC | 2,665 | +288 | $541.5K | +$125.7K | 12.1% |
| KEYBANK NATIONAL ASSOCIATION/OH | 3,378 | +170 | $686.4K | +$125.2K | 5.3% |
| Haven Private, LLC | 4,063 | +52 | $825.6K | +$124.0K | 1.3% |
| STRS OHIO | 4,122 | +8 | $837.5K | +$117.9K | 0.2% |
| SIGNATUREFD, LLC | 3,040 | +169 | $617.7K | +$115.5K | 5.9% |
| Summit Financial, LLC | 3,308 | +114 | $672.2K | +$113.5K | 3.6% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,845 | +344 | $374.9K | +$112.3K | 22.9% |
| Werba Rubin Papier Wealth Management | 2,899 | +153 | $589.0K | +$108.7K | 5.6% |
| EverSource Wealth Advisors, LLC | 3,237 | +82 | $657.7K | +$105.8K | 2.6% |
| Legacy Wealth Asset Management, LLC | 3,267 | +75 | $663.8K | +$105.5K | 2.3% |
| HighPoint Advisor Group LLC | 2,566 | +187 | $521.4K | +$105.3K | 7.9% |
| Baker Avenue Asset Management, LP | 1,814 | +295 | $368.5K | +$102.9K | 19.4% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,468 | +12 | $704.7K | +$100.1K | 0.3% |
| Advisors Asset Management, Inc. | 3,288 | +14 | $668.1K | +$95.4K | 0.4% |
| Valeo Financial Advisors, LLC | 2,428 | +152 | $493.3K | +$95.2K | 6.7% |
| Waverly Advisors, LLC | 2,577 | +111 | $523.6K | +$92.3K | 4.5% |
| PRINCIPAL SECURITIES, INC. | 1,616 | +248 | $328.4K | +$89.1K | 18.1% |
| Lido Advisors, LLC | 25,543 | +56 | $4.5M | +$88.8K | 0.2% |
| BSW Wealth Partners | 1,969 | +189 | $400.1K | +$88.7K | 10.6% |
| EXCHANGE TRADED CONCEPTS, LLC | 2,128 | +158 | $432.4K | +$87.8K | 8.0% |
| MATHER GROUP, LLC. | 1,621 | +239 | $329.4K | +$87.6K | 17.3% |
| B. Riley Wealth Advisors, Inc. | 1,974 | +176 | $401.1K | +$86.6K | 9.8% |
| Larson Financial Group LLC | 1,352 | +275 | $274.7K | +$86.3K | 25.5% |
| Turtle Creek Wealth Advisors, LLC | 2,166 | +134 | $440.1K | +$84.7K | 6.6% |
| True Link Financial Advisors, LLC | 1,459 | +239 | $296.5K | +$83.1K | 19.6% |
| BROADWATER CAPITAL MANAGEMENT LLC | 8,543 | +8,143 | $63.0K | -$82.1K | 2035.8% |
| Perigon Wealth Management, LLC | 1,729 | +178 | $351.3K | +$80.0K | 11.5% |
| Inscription Capital, LLC | 2,195 | +85 | $446.0K | +$76.9K | 4.0% |
| Advisors Capital Management, LLC | 2,166 | +89 | $440.2K | +$76.8K | 4.3% |
| Brookstone Capital Management | 2,632 | +13 | $534.8K | +$76.7K | 0.5% |
| Fiduciary Trust Co | 2,526 | +21 | $513.3K | +$75.1K | 0.8% |
| Advisory Alpha, LLC | 1,948 | +114 | $395.8K | +$74.6K | 6.2% |
| Brown Miller Wealth Management, LLC | 1,618 | +162 | $328.8K | +$74.1K | 11.1% |
| Dakota Wealth Management | 2,454 | +14 | $498.6K | +$71.8K | 0.6% |
| Bell Investment Advisors, Inc | 2,089 | +72 | $424.5K | +$71.7K | 3.6% |
| Versant Capital Management, Inc | 1,589 | +130 | $322.9K | +$67.7K | 8.9% |
| Forum Financial Management, LP | 2,298 | +2 | $466.9K | +$65.3K | 0.1% |
| RENAISSANCE GROUP LLC | 2,048 | +27 | $416.2K | +$62.6K | 1.3% |
| SUMMIT SECURITIES GROUP LLC | 556 | +261 | $113.0K | +$61.4K | 88.5% |
| ELEVATION WEALTH PARTNERS, LLC | 2,101 | +8 | $426.9K | +$60.8K | 0.4% |
| CERTUITY, LLC | 1,297 | +136 | $263.5K | +$60.5K | 11.7% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,064 | +3 | $419.6K | +$59.1K | 0.1% |
| BENJAMIN EDWARDS INC | 1,593 | +74 | $323.7K | +$58.0K | 4.9% |
| Riverwater Partners LLC | 2,032 | +2 | $412.9K | +$57.8K | 0.1% |
| FSM Wealth Advisors, LLC | 1,875 | +25 | $381.0K | +$57.4K | 1.4% |
| Americana Partners, LLC | 1,764 | +39 | $358.4K | +$56.7K | 2.3% |
| Frank, Rimerman Advisors LLC | 1,476 | +83 | $299.9K | +$56.2K | 6.0% |
| Dorsey & Whitney Trust CO LLC | 1,975 | +119 | $401.3K | +$53.0K | 6.4% |
| Trueblood Wealth Management, LLC | 1,826 | +5 | $371.0K | +$52.5K | 0.3% |
| JOURNEY STRATEGIC WEALTH LLC | 1,615 | +36 | $328.2K | +$52.0K | 2.3% |
| Prestige Wealth Management Group LLC | 396 | +330 | $62.4K | +$50.8K | 500.0% |
| FIL Ltd | 1,320 | +76 | $268.2K | +$50.6K | 6.1% |
| MassMutual Private Wealth & Trust, FSB | 1,244 | +85 | $252.8K | +$50.0K | 7.3% |
| Modera Wealth Management, LLC | 1,486 | +39 | $301.9K | +$48.8K | 2.7% |
| PDS Planning, Inc | 1,694 | +1 | $344.2K | +$48.1K | 0.1% |
| UMB Bank, n.a. | 1,324 | +54 | $269.0K | +$46.9K | 4.3% |
| NORDEN GROUP LLC | 1,236 | +63 | $251.1K | +$46.0K | 5.4% |
| ASSETMARK, INC | 1,027 | +91 | $208.6K | +$44.9K | 9.7% |
| WEALTH ALLIANCE, LLC | 1,290 | +48 | $262.2K | +$44.9K | 3.9% |
| Atlantic Edge Private Wealth Management, LLC | 257 | +214 | $52.2K | +$44.7K | 497.7% |
| FINANCIAL MANAGEMENT NETWORK INC | 1,302 | +3 | $269.0K | +$43.8K | 0.2% |
| BECKER CAPITAL MANAGEMENT INC | 1,476 | +6 | $299.9K | +$42.8K | 0.4% |
| Pallas Capital Advisors LLC | 1,361 | +15 | $276.6K | +$41.1K | 1.1% |
| Destination Wealth Management | 1,272 | +13 | $258.5K | +$38.2K | 1.0% |
| Grove Bank & Trust | 729 | +89 | $148.1K | +$36.2K | 13.9% |
| Howard Capital Management Inc. | 1,171 | +6 | $237.9K | +$34.2K | 0.5% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 390 | +100 | $79.2K | +$28.5K | 34.5% |
| Atlantic Union Bankshares Corp | 378 | +92 | $76.8K | +$26.8K | 32.2% |
| SG Americas Securities, LLC | 127,377 | +122,113 | $25.9K | +$25.0K | 2319.8% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 515 | +59 | $104.6K | +$24.9K | 12.9% |
| Pinnacle Bancorp, Inc. | 686 | +17 | $139.4K | +$22.4K | 2.5% |
| CYBER HORNET ETFs LLC | 505 | +26 | $102.7K | +$18.9K | 5.4% |
| SouthState Corp | 513 | +15 | $104.2K | +$17.1K | 3.0% |
| JFS WEALTH ADVISORS, LLC | 88 | +58 | $17.9K | +$12.6K | 193.3% |
| ROTHSCHILD INVESTMENT LLC | 252 | +28 | $51.2K | +$12.0K | 12.5% |
| NATIXIS ADVISORS, LLC | 288,652 | +14,833 | $58.7K | +$10.8K | 5.4% |
| Quent Capital, LLC | 324 | +1 | $65.8K | +$9.3K | 0.3% |
| Manchester Capital Management LLC | 100 | +35 | $20.3K | +$8.9K | 53.8% |
| Rakuten Securities, Inc. | 62 | +35 | $12.6K | +$7.9K | 129.6% |
| NVWM, LLC | 40 | +36 | $8.1K | +$7.4K | 900.0% |
| WPG Advisers, LLC | 188 | +9 | $38.2K | +$6.9K | 5.0% |
| Deseret Mutual Benefit Administrators | 182 | +5 | $37.0K | +$6.0K | 2.8% |
| Annis Gardner Whiting Capital Advisors, LLC | 193 | +2 | $39.2K | +$5.8K | 1.0% |
| North Star Investment Management Corp. | 49 | +23 | $10.0K | +$5.4K | 88.5% |
| Geneos Wealth Management Inc. | 146 | +6 | $29.7K | +$5.2K | 4.3% |
| Financial Management Professionals, Inc. | 170 | +2 | $34.5K | +$5.2K | 1.2% |
| Sound Income Strategies, LLC | 26 | +21 | $5.6K | +$4.7K | 420.0% |
| Rossby Financial, LCC | 46 | +18 | $9.3K | +$4.5K | 64.3% |
| Physician Wealth Advisors, Inc. | 65 | +14 | $13.2K | +$4.3K | 27.4% |
| HARBOUR INVESTMENTS, INC. | 81 | +11 | $16.5K | +$4.2K | 15.7% |
| Cornerstone Planning Group LLC | 83 | +2 | $18.4K | +$4.2K | 2.5% |
| HARBOR INVESTMENT ADVISORY, LLC | 81 | +10 | $16.5K | +$4.0K | 14.1% |
| Handelsbanken Fonder AB | 109,713 | +1,521 | $22.3K | +$3.4K | 1.4% |
| Abound Wealth Management | 90 | +4 | $18.3K | +$3.2K | 4.7% |
| CoreCap Advisors, LLC | 107 | +1 | $21.7K | +$3.2K | 0.9% |
| Strengthening Families & Communities, LLC | 18 | +15 | $3.7K | +$3.1K | 500.0% |
| American Capital Advisory, LLC | 18 | +14 | $3.7K | +$3.0K | 350.0% |
| ORG Partners LLC | 37 | +10 | $7.5K | +$2.8K | 37.0% |
| High Note Wealth, LLC | 14 | +13 | $2.8K | +$2.7K | 1300.0% |
| ACADIAN ASSET MANAGEMENT LLC | 30,198 | +9,435 | $6.1K | +$2.5K | 45.4% |
| SJS Investment Consulting Inc. | 17 | +9 | $3.5K | +$2.1K | 112.5% |
| Mn Services Vermogensbeheer B.V. | 66,244 | +941 | $13.5K | +$2.0K | 1.4% |
| Daiwa Securities Group Inc. | 43,721 | +3,162 | $8.9K | +$1.8K | 7.8% |
| Bay Harbor Wealth Management, LLC | 18 | +7 | $3.7K | +$1.7K | 63.6% |
| Signature Resources Capital Management, LLC | 34 | +4 | $6.9K | +$1.7K | 13.3% |
| Rialto Wealth Management, LLC | 47 | +1 | $9.6K | +$1.5K | 2.2% |
| Retirement Wealth Solutions LLC | 36 | +2 | $7.3K | +$1.4K | 5.9% |
| BI Asset Management Fondsmaeglerselskab A/S | 14,844 | +3,084 | $3.0K | +$959 | 26.2% |
| Bogart Wealth, LLC | 20 | +2 | $4.1K | +$915 | 11.1% |
| Transamerica Financial Advisors, LLC | 21 | +1 | $4.2K | +$835 | 5.0% |
| Dunhill Financial, LLC | 18 | +2 | $3.6K | +$784 | 12.5% |
| Dogwood Wealth Management LLC | 14 | +2 | $2.8K | +$746 | 16.7% |
| PRAXIS INVESTMENT MANAGEMENT INC | 8,008 | +1,277 | $1.6K | +$450 | 19.0% |
| Seneschal Advisors, LLC | 3 | +1 | $610 | +$260 | 50.0% |
| Gulf International Bank (UK) Ltd | 8,614 | +91 | $1.8K | +$259 | 1.1% |
| PARK AVENUE SECURITIES LLC | 6,332 | +60 | $1.3K | +$190 | 0.9% |
| Quantitative Investment Management, LLC | 2,183 | +609 | $443 | +$168 | 38.7% |
| Cambridge Investment Research Advisors, Inc. | 5,157 | +24 | $1.0K | +$150 | 0.5% |
| CX Institutional | 1,649 | +372 | $335 | +$112 | 29.1% |
| Covestor Ltd | 151 | +13 | $31 | +$7 | 9.4% |
| Avion Wealth | 40 | +3 | $8 | +$2 | 8.1% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 9 | +2 | $1 | $0 | 28.6% |